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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,469 | $99,644-78.5% | $86,438-75.2% | $134,532-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 74.10% | 6787.26%-6713.2pp | 4397.19%-4323.1pp | 418.27%-344.2pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,336 | $7,247-26.4% | $6,952-23.3% | $6,401-16.6% |
| Admin fee / account holder | $53 | $8,375-99.4% | $6,733-99.2% | $11,429-99.5% |